How big is Westview Partners LLC's plan?

Westview Partners LLC's plan reported $1.8M in assets and 8 participants for 2024.

Original filing (PDF)20250721145137NAL0002092096001

Westview Partners LLC

Name: Westview Partners LLC — Westview Partners LLC 401(k), Form 5500 (2024)
Creator: Westview Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westview Partners LLC 401(k) P/S Plan

401(k) retirement plan · Westview Partners LLC's Westview Partners LLC 401(k) P/S Plan held $1.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

David R Waynick signed Westview Partners LLC's 2024 Form 5500 as plan administrator.

David R Waynick — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Westview Partners LLC's EIN is 84-3714101.

EIN 84-3714101

Plan number 001

Plan year 2024

ACK ID 20250721145137NAL0002092096001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westview Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westview Partners LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTVIEW PARTNERS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score